Make opportunity changes easier to review
Turn an opportunity update into a compact deal review you can scan before deciding what to do next.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Why this helps
Deal context is easy to lose between CRM updates, calls, and the next decision about a promising opportunity.
- See the available opportunity context in a single document.
- Surface missing information as questions instead of assumptions.
- Prepare for a deal review with less manual copying.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Customjs once in the Notis portal.
- 2Create an automation by telling Notis the review you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create an HTML deal review from the opportunity event, separating known details from unanswered questions.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity example.
Questions about this workflow
Does this trigger run for new and changed opportunities?
Yes. The Salesforce event triggers when an Opportunity is created or updated.
Will Notis fill in missing deal information?
No. It can summarize the data available and call out unanswered questions, but it cannot know details that Salesforce did not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Customjs. A trigger fires from one place; an action lands in another.
Salesforce triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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